Top 203 accounting finance Jobs in wheeling, wv

Client Services Associate - (Financial Advisor Track)
Hazlett Burt & Watson, Inc —Wheeling, WV
- $50,000 - $75,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Profit sharing
- Health savings account
Quick Apply
13h
Senior Financial Accountant
The Ziegenfelder Company —Wheeling, WV
- Full-time
- Microsoft Excel
- CPA
- 5 years
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Financial Advisor
Edward Jones —Steubenville, OH
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Customer Service Representative
Community Choice Financial Family of Brands —Steubenville, OH
- $15.00 - $18.25 an hour
- Weekends as needed
- Background check
- 18 years or older
- Spanish
- Paid training
- Health savings account
7d
Remote Mortgage Loan Officer (West Virginia)
Zillow —West Virginia
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Local Vacancy Review Evaluator
FAR Inspections —Wheeling, WV
- $25 - $35 an hour
- Full-time
- Background check
- Computer literacy
- Residential
- Flexible schedule
Accounting Manager
Silgan Specialty Packaging —Triadelphia, WV
- $90,000 - $115,000 a year
- Full-time
- ERP systems
- Mid-level
- Office
- Health savings account
- Disability insurance
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Mortgage Inspector
NOFS —Wheeling, WV
- $25 - $35 an hour
- Choose your own hours
- Background check
- Customer service
- Residential
Quick Apply
Part Time Teller
PNC Financial Services Group —Saint Clairsville, OH
- $15.38 - $21.15 an hour
- Overtime
- No experience needed
- Office
- No degree
- Wellness program
- Health savings account
2d
Regional Occupancy Field Services Representative
FAR Inspections —Martins Ferry, OH
- $25 - $35 an hour
- Full-time
- Background check
- Computer literacy
- Residential
- Flexible schedule
Financial Relationship Banker
Huntington Bank —Shadyside, OH
- Full-time
- Military
- Office
- High school diploma or GED
Payroll Specialist
Kalkreuth Roofing & Sheet Metal, Inc —Wheeling, WV
- Microsoft Excel
- Mid-level
- Office
- Disability insurance
- Health insurance
Quick Apply
Trust Operations Associate - Trust Operations
WesBanco Bank, Inc. —Wheeling, WV
- Microsoft Outlook
- Customer service
- Office
Loan Sales Specialist
OneMain Financial —Wheeling, WV
- Extended hours
- Spanish
- Office
- High school diploma or GED
- Employee stock purchase plan
- Paid holidays
Sales Associate
United Bank —Wheeling, WV
- Full-time
- Spanish
- Microsoft Excel
- Computer literacy
Banking Center Manager - Highlands
WesBanco Bank, Inc. —Triadelphia, WV
- Writing skills
- Office
- High school diploma or GED
Accounting Manager
Silgan Specialty Packaging LLC —Triadelphia, WV
- Full-time
- Microsoft Word
- 5 years
- ERP systems
- Profit sharing
- 401(k)
Accounting Specialist
Belmont College —Saint Clairsville, OH
- Full-time
- Microsoft Word
- Microsoft Excel
- Mid-level
Quick Apply
Financial Advisor
Cornerstone Advisor Group —Wheeling, WV
- $50,000 - $120,000 a year
- Hybrid work
- Computer literacy
- Basic math
- Finance
Quick Apply
Full-Time Vacancy Compliance Walker
FAR Inspections —Wheeling, WV
- $25 - $35 an hour
- Full-time
- Background check
- Computer literacy
- Residential
- Flexible schedule

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Client Services Associate - (Financial Advisor Track)

Hazlett Burt & Watson, Inc
Wheeling, WV

Quick Apply

Job Details

Full-time
$50,000 - $75,000 a year
13 hours ago

Benefits

Profit sharing
Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Microsoft Word
Customer communication
Microsoft Excel
Managing teams in a customer support role
Customer service
Managing clients in a customer support role
Bachelor's degree
Financial services
Time management

Full Job Description

About the Role

Hazlett Burt & Watson, Inc. is a SEC-registered Investment Advisor and Broker-Dealer providing comprehensive financial planning and investment services to individuals and families.

We are seeking a driven and client-focused Client Services Associate who is interested in pursuing a long-term career path toward becoming a Financial Advisor. This role is designed for individuals who want to build deep client relationships, develop planning expertise, and grow into a financial advisor over time.

You will work closely with experienced advisors, gaining exposure to all aspects of wealth management while playing a critical role in delivering an exceptional client experience.

Key Responsibilities

Client Relationship Management

Build and maintain trusted relationships with clients and their families
Support ongoing client communications, service requests, and follow-up

Financial Planning & Advisor Development

Assist in the preparation and delivery of comprehensive financial plans and investment strategies
Participate in client meetings and planning discussions to build advisory experience
Develop knowledge of portfolio construction, retirement planning, and wealth strategies

Operations & Client Service Execution

Prepare meeting materials, financial reports, and client documentation
Process client transactions accurately and efficiently
Maintain organized workflows to ensure timely completion of client deliverables

Business Development & Growth

Support new client onboarding and relationship expansion initiatives
Learn and contribute to business development strategies over time
Identify opportunities to deepen client relationships and enhance service offerings

Client Engagement & Community Presence

Assist with client events, seminars, and educational workshops
Participate in local community and networking events in the Wheeling area
Help promote the firm’s brand and client service philosophy

Qualifications & Experience

Bachelor’s degree or equivalent professional experience preferred
Experience in financial services, banking, insurance, or a related client-facing role preferred
FINRA licenses (SIE, Series 7, Series 66) a plus or ability to obtain after 1 year at the firm
Demonstrated interest in pursuing a career as a Financial Advisor

Key Skills & Attributes

Strong relationship-building and interpersonal skills
Excellent communication skills, both written and verbal
Highly organized, detail-oriented, and able to manage multiple priorities
Self-motivated with a strong work ethic and growth mindset
Ability to work both independently and collaboratively
Interest in financial markets, investment strategies, and client planning solutions
Ability to learn and understand compliance standards and regulatory requirements

Compensation & Career Path

Competitive base salary: $50,000 – $75,000, plus incentive opportunities
Performance-based bonuses and potential for production-based compensation as responsibilities grow
Clear path to a Financial Advisor role, including mentorship, licensing support, and hands-on training

Benefits

Comprehensive benefits package, including 401(k) with profit sharing
Professional development and licensing support
Opportunity to grow within a collaborative, client-focused firm

Why Join Hazlett Burt & Watson

This is more than a support role—it’s an opportunity to build a career in wealth management. You’ll gain direct mentorship from experienced advisors, participate in meaningful client work, and develop the skills needed to transition into a financial advisory role.

Equal Employment Opportunity (EEO):

HAZLETT BURT & WATSON, INC. provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

Job Type: Full-time

Pay: $50,000.00 - $75,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

accounting finance jobs in wheeling, wv

Client Services Associate - (Financial Advisor Track)

Senior Financial Accountant

Financial Advisor

Customer Service Representative

Remote Mortgage Loan Officer (West Virginia)

Local Vacancy Review Evaluator

Accounting Manager

Mortgage Inspector

Part Time Teller

Regional Occupancy Field Services Representative

Financial Relationship Banker

Payroll Specialist

Trust Operations Associate - Trust Operations

Loan Sales Specialist

Sales Associate

Banking Center Manager - Highlands

Accounting Manager

Accounting Specialist

Financial Advisor

Full-Time Vacancy Compliance Walker

I want to receive the latest job alert for accounting finance in wheeling, wv

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